Financial Planner Note Mention Notification

The Financial Planner Note Mention Notification is a system-generated Notification that alerts users when they are mentioned in a Comment on Financial Planner.

This notification enhances communication and collaboration by ensuring you are promptly alerted when mentioned in a Financial Planner Note. This feature helps streamline financial planning discussions and keeps all relevant stakeholders informed in real time.

  • Enables users to tag relevant stakeholders (e.g., project managers, alternate managers, finance teams) for quick clarifications.
  • Reduces the need for separate email chains by keeping all financial planning discussions within the system.
  • Saves time spent searching for the right contact person or following up manually.

You can configure it from the System Notifications page (Setup > Notifications). for further details on how to customize a notification refer to Editing | Customizing a System Notification.

When a user is mentioned using the "@" symbol in a Financial Planner Note, an email is sent to the mentioned user, along with a notification in the Notification Center , keeping them informed within the application.

Financial Planner Notes Mention Notification

Notification Details

Notification name: Financial Planner Note Mention Notification

  • To: %USER_NAME% (Recipient)
  • Title: %PROJECT_NAME% Financial Planner

    • Message Content:

    %USER_NAME% mentioned you in a Note added to the Financial Planner of the Project %PROJECT_NAME%.

    Note: %FINANCIAL_PLANNER_NOTE%

    Note Period: %NOTE_PERIOD%

    Note Category: %NOTE_CATEGORY%

    Note Sub-Category: %NOTE_SUB_CATEGORY%

    Note Item: %NOTE_ITEM%

    Field Descriptions

    %FINANCIAL_PLANNER_NOTE% – Displays the Comment or Message added to the Financial Planner Note, mentioning the recipient..

    %NOTE_PERIOD% – Displays the date range or period that the Financial Planner Note applies to, such as a specific month, quarter, or fiscal year.

    %NOTE_CATEGORY% – Displays the Note Category.

    %NOTE_SUB_CATEGORY% – Displays the Note Category Sub-Category.

    %NOTE_ITEM% – Displays the specific charge, product, expense, or other financial planning item to which the note relates.

    Tip: For a complete list of available Parameters, refer to Notification Parameters.